Verse + BONZO
Update BONZO prospects when new qualified conversations occur in Verse
Ensure efficient lead management with this workflow. When a new qualified conversation occurs in Verse, the prospect details in BONZO are seamlessly updated. This is an ideal solution for those looking to streamline communication between these two platforms and maintain updated records without manual intervention. It eliminates redundancy, saves time and enhances your lead management processes.
Ensure efficient lead management with this workflow. When a new qualified conversation occurs in Verse, the prospect details in BONZO are seamlessly updated. This is an ideal solution for those looking to streamline communication between these two platforms and maintain updated records without manual intervention. It eliminates redundancy, saves time and enhances your lead management processes.
- When this happens...New Qualified Conversation
Trigger when a conversation has been qualified.
- automatically do this!Update Prospect
Update a prospect.
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New Conversation Activity
Trigger when a new activity on a conversation is added.
Try ItNew Qualified Conversation
Trigger when a conversation has been qualified.
Try ItEnd Conversation (Qualify)
End and qualify a conversation.
Search ByRequired
Search ValueRequired
New Conversation Created
Trigger when a conversation has been created.
Try ItNew Unqualified Conversation
Trigger when a conversation has been unqualified.
Try ItFirst Name
Last Name
Email
Phone Number
Type
Street Address
City
State
Postal Code
Additional Notes
Source
External Id
Script
Owner First Name
Owner Last Name
Owner Email
Owner Phone Number
Owner Team Name
Owner Calendar Integration Link
Owner Call Center Routing Number
Custom Fields
Stop Conversation (Unqualify)
Stop and unqualify a conversation.
